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The financial planning applications advisors can't do without
Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...
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Mastering financial planning: A roadmap for FY26 and beyond
In this edition of ‘Let’s Talk Money’, Kalpesh Ashar, CFP and a registered investment adviser; and Prableen Bajpai, Founder, ...
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How planning-focused advisors are stepping up for federal downsizing casualties
Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their ...
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CFP Board Survey Examines Implications of TCJA Expiration
Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.
I’m a financial planner and editor. Here are 5 ways to know if you’re getting trustworthy money advice online
As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...
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CFP Board Initiative Seeks to Increase and Strengthen Women CFP Professionals
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in ...
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CFP Board To Ease Certification Path For Advisors With Past Infractions
The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...